How to Bulk Import Pledges

You can import pledges in bulk using a CSV file. This is useful when migrating data from another system, recording offline pledges, or uploading a batch of commitments at once. The import supports up to 500 pledges per file and will automatically match pledges to existing contacts or create new ones.

What You Can Import

Each row in your CSV represents a single pledge. The following fields are supported:

Field	Required?	Notes
First Name	At least one contact identifier is required	Used to match or create a contact
Last Name	At least one contact identifier is required	Used with First Name for matching
Email	At least one contact identifier is required	Matched against existing contacts
Company Name	At least one contact identifier is required	If provided without a name, creates an Organization contact
External ID	At least one contact identifier is required	Matched against the contact's Account Number field
Pledge Amount	Yes	The total amount pledged. Dollar signs and commas are automatically removed
Received Amount	No	Amount already paid. Defaults to 0 if not provided
Pledge Date	No	Format: MM/DD/YYYY. Defaults to today if not provided
Campaign Name	No	Matched to an existing campaign by name
Stage	No	Matched to an existing stage in your organization
Notes	No	Any additional notes for the pledge
Expected Close Date	No	Format: MM/DD/YYYY
Pledge Name	No	A description for the pledge. Defaults to "Imported Pledge" if not provided

Note: At least one contact identifier (name, email, external ID, or company name) is required for each row. Rows without any contact information will be skipped.

Step 1: Download the Template

Navigate to your Pledges list page.
Click the More dropdown button.
Select Import Pledges.
On the import page, click the link to download the CSV template.
Open the template in Excel, Google Sheets, or any spreadsheet application.
Fill in your pledge data following the column headers. Do not rename or reorder the columns.
Save the file as a .csv file.

Tip: Keep your file under 500 rows. If you have more pledges to import, split them across multiple files.

Step 2: Upload Your File

On the import page, drag and drop your CSV file into the upload area, or click to browse and select your file.
The file will be validated automatically. Only .csv files are accepted.
After upload, you will be taken to the mapping and preview screen.

Step 3: Map Your Columns

A preview of the first 10 rows of your data will be displayed.
Above each column, a dropdown menu allows you to map the CSV column to the corresponding system field.
If your CSV uses the template headers, columns will be automatically mapped for you. Auto-mapped columns are highlighted in yellow.
If your CSV has a header row, make sure the "Has Header Row" checkbox is checked so the first row is not imported as data.
Review the mappings and adjust any that were not auto-detected.
Click Import to begin processing.

The system recognizes common header variations automatically. For example, "Amount", "Pledge Amount", and "Total" will all map to the Pledge Amount field.

Step 4: Review Results

After the import completes, a results screen will display:

Total pledges imported — rows that were successfully created
Warnings — rows that were imported but had minor issues
Errors — rows that were skipped, with the reason for each failure

Each row shows its status so you can identify and correct any issues for re-import.

How Contact Matching Works

The import automatically matches each row to an existing contact using the following priority:

External ID — if provided, matched against the contact's Account Number
Email — matched against the contact's primary email address
First Name + Last Name — both must match an existing contact
Company Name — matched against existing organization contacts

If no matching contact is found and sufficient information is provided (at least a name or company name), a new contact is automatically created. The contact type is set to Organization if only a company name is provided, or Individual if a first/last name is provided.

Payment Status

The payment status of each imported pledge is automatically determined based on the Pledge Amount and Received Amount:

Not Paid — Received Amount is 0 or not provided
Partially Paid — Received Amount is greater than 0 but less than the Pledge Amount
Fully Paid — Received Amount equals or exceeds the Pledge Amount

Frequently Asked Questions

What file formats are supported?
Only CSV files (.csv) are accepted. Excel files (.xlsx) must be saved as CSV before importing.

Is there a row limit?
Yes, each import file is limited to 500 rows. For larger imports, split your data across multiple files.

What happens if a campaign name doesn't match?
The pledge will still be imported, but it will not be linked to a campaign. You can assign it to a campaign manually afterward.

Can I import the same file twice?
Yes, but this will create duplicate pledges. Make sure to only import each file once.

What if a row fails?
Each row is processed independently. If one row fails, the remaining rows will still be imported. Failed rows are listed on the results screen with the reason for failure.

How are dollar amounts handled?
Dollar signs ($) and commas are automatically stripped. For example, "$1,500.00" will be read as 1500.00. The amount must be a positive number.